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Mendota Financial Group’s Newell Brands NWL Stock Holding History

Mendota Financial Group’s Portfolio NWL Stock Details NWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-30
Closed -$231 – 904
2024
Q3 		$231 Buy
+30
New +$215 ﹤0.01% 578

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Dimensional Fund Advisors
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Massachusetts Financial Services
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Mendota Financial Group's NWL Position: Q4 2024 in Review

Mendota Financial Group sold out of Newell Brands (NWL) in Q4 2024, closing a stake of 30 shares — an estimated $231 sold.

Mendota Financial Group first reported a position in NWL in Q3 2024 and held it in 1 quarter. The position peaked at $231 in Q3 2024. 447 funds tracked by Wall St. Rank hold NWL as of Q4 2024.

  • Mendota Financial Group reported no remaining Newell Brands position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 30 Newell Brands shares in Q4 2024, an estimated $231.
  • Mendota Financial Group first reported a position in Newell Brands in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Newell Brands position peaked at $231 in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Newell Brands as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.